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Wisdomtree Tr shares owned by Chicago Partners Investment

Quarter-by-quarter ownership of Wisdomtree Tr (XC) shares owned by Chicago Partners Investment from 13F filings

Historical chart of Chicago Partners Investment investment in Wisdomtree Tr

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All positions including Wisdomtree Tr held by Chicago Partners Investment consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wisdomtree Tr by Chicago Partners Investment

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.1M 105k 29.77
2023-12-31 $2.9M 100k 28.79
2023-09-30 $2.3M 91k 25.53
2023-06-30 $343k 12k 27.90

More positions owned by Chicago Partners Investment

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Mid Cap Etf (VO)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core S&p Mcp Etf (IJH)
Enterprise Products Partners (EPD)
Vanguard Index Fds Growth Etf (VUG)
Energy Transfer Com Ut Ltd Ptn (ET)
Dimensional Etf Trust Us Equity Etf (DFUS)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Rus Mdcp Val Etf (IWS)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Chicago Partners Investment

Top funds holding Wisdomtree Tr

Legacy Financial Advisors
Chicago Partners Investment
Jane Street
Citadel Advisors
Creative Planning
Dynamic Advisors Solutions
Royal Bank of Canada

View all funds holding Wisdomtree Tr